Picking Fields

The Report Wizard support over 1,000 fields and calculations, and each report type has a different sub-set of fields that can be used on your final report.

The Field Selection page shows a list of available fields on the left-hand side of your screen. You can select a field to include on your report by double clicking on it, and fields are grouping into different categories. Note that you may need to change the category selection box above your list of available fields to see the information you'd like.

While the entire field selection page is fairly easy to navigate, there are a couple of things to keep in mind as you browse through the fields you can include on your report.

• The field list is controlled by a "field category" pick list at the top of the control. A single report style could support hundreds of fields, so we've grouped them together into logical groups to make browsing through them easier.
• Changes to your system settings could effect the fields in your list. Adding a new custom field, turning on/off review options or QuickBooks class posting and other system settings could make certain fields newly valid (or newly obsolete). At any time, you can click the REFRESH FIELD LIST LINK in the information box on this page to reset your list of available fields.
• The column order on your custom report is set here. So, use the up/down arrow keys to adjust the order in which the various columns you select appear on your report.
• Clicking on a specific field will popup that field's description (if one exists) in the information box on this page. If you aren't sure what data a field contains, click on it to find out.

Once you're finished selecting the columns that will be included on your report, click the NEXT button to continue.